Balentine LLC’s UDR UDR Stock Holding History

Balentine LLC’s Portfolio UDR Stock Details UDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-5,592	Closed	-$321K	–	704
2022 Q1	$321K	Buy	+5,592	New	+$317K	0.01%	415
2020 Q3	–	Sell	-347	Closed	-$13K	–	802
2020 Q2	$13K	Buy	+347	New	+$13K	﹤0.01%	495
2019 Q4	–	Sell	-137	Closed	-$7K	–	757
2019 Q3	$7K	Hold	137	–	–	﹤0.01%	442
2019 Q2	$6K	Buy	+137	New	+$6.17K	﹤0.01%	466

Other funds holding UDR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Balentine LLC's UDR Position: Q2 2022 in Review

Balentine LLC sold out of UDR (UDR) in Q2 2022, closing a stake of 5,592 shares — an estimated $321K sold.

Balentine LLC first reported a position in UDR in Q2 2019 and held it in 4 quarters. The position peaked at $321K in Q1 2022. 456 funds tracked by Wall St. Rank hold UDR as of Q2 2022.

Balentine LLC reported no remaining UDR position as of Q2 2022 after selling out during the quarter.
Balentine LLC sold 5,592 UDR shares in Q2 2022, an estimated $321K.
Balentine LLC first reported a position in UDR in Q2 2019 and held it in 4 quarters.
Balentine LLC's UDR position peaked at $321K in Q1 2022.
456 funds tracked by Wall St. Rank held UDR as of Q2 2022.

Based on Balentine LLC's 13F filing for Q2 2022, filed 15 Aug 2022.